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TSMC, the world's ‌largest contract chipmaker, ‌reported on Monday second-quarter ​revenue of 1.27 trillion Taiwan dollars ($39.63 billion), beating market ‌expectations and ⁠rising 36% from a year ⁠earlier on surging interest in artificial ​intelligence applications. An ​LSEG ​SmartEstimate, drawn ‌from 20 analysts, had expected revenue in the April-to-June quarter of 1.264 trillion Taiwan ‌dollars. Taiwan Semiconductor ​Manufacturing Co (TSMC) ​is ​a major ‌supplier to companies including ​Nvidia ​and Apple.

Taiwan Semiconductor Manufacturing Co (TSMC) will add two ‌advanced chip packaging plants in the ‌Chiayi Science Park, the island's science and technology minister ​said on Sunday. Located in southern Taiwan, the Chiayi Science Park is being developed as one of TSMC's major advanced chip-packaging hubs. TSMC's first ‌advanced chip packaging ⁠plant at the Chiayi Science Park has already entered mass production and ⁠its second plant is expected to begin mass production soon, National Science and Technology ​Council Minister ​Wu Cheng-wen said ​at a groundbreaking ceremony.

Big banks kick off earnings season this week, which will also bring reports from GE Aerospace, Netflix, and Taiwan Semi. In economic news, we’ll get the consumer and producer price indexes, and retail sales data.

Markets face one of the year's most important weeks as Federal Reserve Chair Kevin Warsh delivers his inaugural semi-annual monetary policy testimony before Congress on July 14 and 15.

Investing.com -- South Korean stocks are trading at their cheapest valuations on record despite an 80% rally this year, as corporate earnings, led by AI-driven memory chip demand, have outpaced gains in share prices, according to Bloomberg.

Financial stocks will dominate the upcoming earnings calendar. Also, earnings from semiconductor makers ASML and Taiwan Semiconductor are due.

Taiwanese chip-testing company ‌King Yuan Electronics (KYEC) plans ‌to invest up to $1.4 billion to establish ​a facility in the United States, the supplier to chipmaker Nvidia said on Friday. King ‌Yuan Electronics ⁠said the investment is intended to support operational ⁠growth and strengthen its position in the global supply ​chain. Taiwanese semiconductor ​and electronics ​companies have been ‌expanding manufacturing in the United States since TSMC's multibillion-dollar investment in Arizona.

Stock Market Today: The Dow Jones index rose Friday, while the Nasdaq dropped ahead of the debut of SK Hynix stock.

July 10 (Reuters) - The results season is kicking off with the world's largest chipmaker and key U.S. banks reporting, while data out of the U.S. and China will give a fresh perspective on the state

Your exchange-traded fund is flat. Remember that ETF you tucked away that invests in developed markets outside the U.S.—the one that looked cheap but has lagged behind the S&P 500 forever because it’s loaded with crusty old companies in Europe and Japan? By the way, both of these overseas funds, developed and emerging, beat the S&P 500 by a lot in 2025, too, but that was partly because the value of the dollar tanked last year as the Federal Reserve was cutting interest rates.

Asking for a Trend Host Josh Lipton previews several of the biggest stories to come tomorrow, Friday, July 10, including SK Hynix (000660.KS) making its debut on the Nasdaq, Delta Air Lines (DAL) earnings, monthly sales results from Taiwan Semiconductor Manufacturing Co. (TSM), and the pending approval of Congress' housing affordability bill.

Micron and Sandisk soared as the Nasdaq reclaimed key support, but are they actionable? Delta, Taiwan Semi, SK Hynix loom.

(Bloomberg) -- SK Hynix Inc.’s US share sale is set to boost an ailing vehicle that was once essential for Asian firms looking West, and Wall Street is hoping the frenzy for artificial intelligence infrastructure will encourage competitors to follow their path.Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’US Military Launches

TSM stock is trading sideways after hitting a recent high. TSMC's profit is expected to rise 46% in its second quarter.

Wall Street is becoming more confident in Micron Technology (MU). A Melius analyst now says the chipmaker could become the sixth-largest public company in the United States. That would make it worth more thanBroadcom (AVGO) and even Taiwan Semiconductor (TSM). The analyst's claim is a bold ...

Chip stocks fell Tuesday despite a second-quarter earnings beat by semiconductor and consumer electronics manufacturer Samsung Electronics.

Credo Technology stock surged higher on Monday, leading all gainers on the Philadelphia semiconductor index, known as SOX.

Goldman Sachs spent more than a year telling clients that Taiwan Semiconductor Manufacturing (TSM) was one of the best stocks to own in Asia. However, on July 1, 2026, the bank changed its mind. Goldman dropped TSM from its Asia-Pacific Conviction List. This list is the bank's short roster of ...

Broadcom (AVGO) will develop custom microchips for Apple's (AAPL) products under an expanded partner

Broker Expects Higher 2026 Growth GuidanceCiti has increased its price target on Taiwan Semiconductor Manufacturing (NYSE:TSM), saying the world’s largest contract chipmaker is well positioned to upgrade its 2026 revenue outlook and long-term growth expectations when it reports quarterly results later this month. The brokerage lifted its target price to NT$3,800 from NT$2,875 while maintaining its Buy rating, arguing that sustained demand for advanced artificial intelligence semiconductors conti

(Bloomberg) -- SK Hynix Inc. kicked off its formal marketing process for its US listing on Monday, as the South Korean chipmaker looks to capitalize on surging investor demand for the high-flying memory-chip sector.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsOil’s Supply Wave, T

(Bloomberg) -- This week’s $29 billion US stock-market listing for SK Hynix Inc. may be the biggest-ever first-time share sale by a foreign company, but it isn’t just about raising cash. It’s also about competing in the hottest corner of the global stock market — memory chips used in AI computing.Most Read from BloombergWhy the Great American State Fair Looks So EmptyBrazil Freezes $2 Billion, Pursues Arrests After US SanctionOil’s Supply Wave, Tumbling Prices Rekindle Fears of Global GlutTanker

Asian markets mostly fell on Thursday as a heavy sell-off in chip shares spread across the region, while European stocks opened flat and US futures pointed lower ahead of a closely watched American jobs report.View on euronews

(Bloomberg) -- Alphabet Inc. has had a remarkable 12 months by just about any measure you can imagine.Most Read from BloombergSpaceX IPO Left Mirae With No Shares on MisunderstandingSupreme Court Backs Birthright Citizenship in Blow to TrumpTrump Reports at Least $1.4 Billion in 2025 Crypto EarningsWhatsApp Opens Username Reservations to 3 Billion UsersYen Hits Four-Decade Low in Historic Slide That’s Rattled JapanThe stock price has more than doubled, raising its market capitalization by more t

Investing.com -- Mizuho Securities Asia raised its forecast for TSMC's monthly CoWoS packaging capacity to 140,000 units by 2026 and 190,000–200,000 units by 2027, up from prior estimates of 120,000 and 170,000–180,000 respectively, as a sharply upgraded outlook for AI-driven server CPU demand forces a broad revision to the firm's semiconductor supply model.

Investing.com -- The "Magnificent 7" group of technology companies lost approximately $2.3 trillion in market value this month as investors increased scrutiny of large infrastructure spending by these firms.

(Bloomberg) -- Super Micro Computer Inc.’s offices in Taiwan were raided by government authorities on Monday, widening an investigation into the alleged smuggling of Nvidia Corp. chips into China using the company’s servers, according to a person familiar with the situation. Most Read from BloombergTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsSupreme Court Leaves Trump’s Fed, Citizenship Gambits for LastUS and Iran Agree to Halt Attacking Each Other Ahead of TalksPrabowo Risks

(Bloomberg) -- China, India, and Hong Kong have emerged as the only major stock markets worldwide where top companies account for a smaller share of market capitalization than a year ago, underscoring their lag in the global AI race.Most Read from BloombergTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsAramco Helicopter Crash in Ras Tanura Kills All 14 on BoardAnthropic’s Mythos 5 AI Model Cleared by US for Wider UseUS Launches Fresh Strikes on Iran Targets After Drone HitsAn Ana

It's getting harder to diversify out of the global AI chip trade.

IBM (IBM) hasn’t built a commercial computer chip of its own in nearly a decade. On Thursday, June 25, the company said its research labs had cracked something the rest of the chip industry hasn’t managed yet. The breakthrough has nothing to do with software, and everything to do with one tiny ...